Clear Creek Financial Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $854 Million distributed in 458 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $42.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $40.7M, Ishares Core S&P 500 ETF with a value of $39.9M, Invesco Qqq Trust, Series 1 with a value of $32M, and Spdr Portfolio Aggregate Bond with a value of $22.2M.

Examining the 13F form we can see an increase of $46M in the current position value, from $808M to 854M.

Below you can find more details about Clear Creek Financial Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $854 Million
ETFs: $674 Million
Technology: $55.1 Million
Financial Services: $23.7 Million
Healthcare: $19.9 Million
Consumer Cyclical: $17.5 Million
Communication Services: $13.1 Million
Consumer Defensive: $12.6 Million
Industrials: $10.2 Million
Other: $19.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 458
  • Current Value $854 Million
  • Prior Value $808 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 37 stocks
  • Additional Purchases 207 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
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